MAI Capital Management’s JPMorgan Active Growth ETF JGRO Stock Holding History

MAI Capital Management’s Portfolio JGRO Stock Details JGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$459K	Buy	4,654 +4,130	+788%	+$391K	﹤0.01%	1347
2026 Q1	$44.3K	Buy	524 +45	+9%	+$4.01K	﹤0.01%	2308
2025 Q4	$44.4K	Buy	479 +210	+78%	+$19.7K	﹤0.01%	2082
2025 Q3	$25.2K	Buy	+269	New	+$24K	﹤0.01%	2304

Other funds holding JGRO

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MAI Capital Management's JGRO Position: Q2 2026 in Review

MAI Capital Management increased its JPMorgan Active Growth ETF (JGRO) stake by 788% in Q2 2026, buying an estimated $391K and bringing the position to 4,654 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

MAI Capital Management first reported a position in JGRO in Q3 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold JGRO as of Q2 2026.

MAI Capital Management held 4,654 shares of JPMorgan Active Growth ETF worth $459K as of Q2 2026.
MAI Capital Management bought 4,130 JPMorgan Active Growth ETF shares in Q2 2026, an estimated $391K.
JPMorgan Active Growth ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1347 holding.
MAI Capital Management first reported a position in JPMorgan Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held JPMorgan Active Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.